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Salesforce

2,664 hedge funds and large institutions have $138B invested in Salesforce in 2026 Q1 according to their latest regulatory filings, with 237 funds opening new positions, 1,056 increasing their positions, 1,173 reducing their positions, and 455 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

39% less funds holding in top 10

Funds holding in top 10: 5936 (-23)

45% less capital invested

Capital invested by funds: $249B → $138B (-$111B)

48% less first-time investments, than exits

New positions opened: 237 | Existing positions closed: 455

Holders
2,664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.26B
Puts
$7.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MBI
3001
May Barnhard Investments
Maryland
CIA
3002
Cladis Investment Advisory
Montana
CAWM
3003
Capital Advisors Wealth Management
Washington
FF
3004
Foronjy Financial
California
CAM
3005
Clark Asset Management
New Hampshire
NBWM
3006
North Berkeley Wealth Management
California
AWM
3007
Alterna Wealth Management
Texas
HW
3008
Hamilton Wealth
California
CRI
3009
Colonial River Investments
Virginia
FLFS
3010
Family Legacy Financial Solutions
North Carolina
LW
3011
Libra Wealth
California
PP
3012
Postrock Partners
Oregon
EWM
3013
Elite Wealth Management
Washington
SSWG
3014
Seven Springs Wealth Group
Tennessee
ERWM
3015
Elk River Wealth Management
Colorado
JCM
3016
Jag Capital Management
Missouri
KFGK
3017
Keystone Financial Group (Kentucky)
Kentucky
KCPG
3018
Kavar Capital Partners Group
Kansas
GG
3019
Gleason Group
Kentucky
FI
3020
Financial Insights
Washington
VCM
3021
Vivaldi Capital Management
Illinois
GT
3022
GreatBanc Trust
Illinois
RIA
3023
Realta Investment Advisors
Delaware
SFO
3024
Stenger Family Office
Illinois
MPCL
3025
My Personal CFO LLC
Washington